Moneybird MCP connector
Updated
Moneybird is online accounting software that helps small businesses manage invoices, contacts, time tracking, and fixed assets. The Moneybird MCP connector allows AI agents to manage administrations, contacts, and invoices, as well as track asset depreciation through value changes such as disposals, divestments, and manual adjustments. It also supports managing sources linked to assets and retrieving detailed asset records, giving agents a comprehensive way to automate financial administration tasks.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the Moneybird MCP connector to perform the following actions:
- Track fixed assets and automate depreciation calculations across administrations
- Manage contacts and contact persons for streamlined customer communication
- Set up recurring Moneybird Payments mandates for automatic collections
- Record asset disposals and value changes for accurate bookkeeping
- Attach notes to contacts and invoices for shared context
- Schedule additional charges for upcoming subscription or contract periods
- Sync contact and asset data across multiple Moneybird administrations
- Automate financial record-keeping tasks for small business accounting
Example prompts
Use the following example prompts to invoke Moneybird MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all fixed assets registered in Moneybird.Create a new asset for the laptop we just purchased in Moneybird.List all administrations connected to our Moneybird account.Find the contact details for customer ID 12345 in Moneybird.Add a note to this contact reminding us to follow up in Moneybird.Set up a Moneybird Payments mandate for our new client.Delete the outdated contact person record in Moneybird.Record a full depreciation value change for our office equipment in Moneybird.Create an additional charge for next month's subscription in Moneybird.Fetch contacts with these specific IDs from Moneybird.
Moneybird MCP connector tools
The Moneybird MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| get_administrations | List all administrations |
| post_administration_id_assets_id_disposals | Create a disposal |
| delete_administration_id_assets_id_sources_detail_id | Delete a source |
| post_administration_id_assets_id_sources | Add a source to an asset |
| post_administration_id_assets_id_value_changes_arbitrary | Create an arbitrary value change |
| post_administration_id_assets_id_value_changes_divestment | Create a divestment value change |
| post_administration_id_assets_id_value_changes_full_depreciation | Create a full depreciation value change |
| post_administration_id_assets_id_value_changes_manual | Create a manual value change |
| post_assets_id_value_changes_retroactive_linear_value_changes | Create linear value changes retroactively |
| get_administration_id_assets_id | Get an asset by ID |
| patch_administration_id_assets_id | Update an asset |
| delete_administration_id_assets_id | Delete an asset |
| get_administration_id_assets | List all assets |
| post_administration_id_assets | Create a new asset |
| get_administration_id_contacts_customer_id_customer_id | Get contact by customer id |
| get_administration_id_contacts_filter | Filter contacts |
| get_administration_id_contacts_synchronization | List all ids and versions |
| post_administration_id_contacts_synchronization | Fetch contacts with given ids |
| get_administration_id_contacts_contact_id_contact_people_id | Get contact person |
| patch_administration_id_contacts_contact_id_contact_people_id | Update a contact person |
| delete_administration_id_contacts_contact_id_contact_people_id | Delete a contact person |
| post_administration_id_contacts_contact_id_contact_people | Create a new contact person |
| post_contacts_id_moneybird_payments_mandate_url | Request an URL for setting up a Moneybird Payments mandate |
| get_contacts_id_moneybird_payments_mandate | Get Moneybird Payments mandate |
| post_contacts_id_moneybird_payments_mandate | Request a new Moneybird Payments mandate |
| delete_contacts_id_moneybird_payments_mandate | Delete a stored Moneybird Payments mandate |
| delete_administration_id_contacts_contact_id_notes_id | Destroys note from entity |
| post_administration_id_contacts_contact_id_notes | Adds note to entity |
| post_administration_id_contacts_id_additional_charges | Create an additional charge to be invoiced at start of next period |
| get_administration_id_contacts_id_additional_charges | Get additional charges |
| patch_administration_id_contacts_id_archive | Archive a contact |
| get_administration_id_contacts_id | Get contact |
| patch_administration_id_contacts_id | Update a contact |
| delete_administration_id_contacts_id | Delete a contact |
| get_administration_id_contacts | List all contacts |
| post_administration_id_contacts | Create a new contact |
| get_administration_id_custom_fields | List all custom fields |
| get_customer_portal_invoices | Get a temporary link to the invoices in the customer contact portal |
| get_customer_portal_subscriptions_id | Get a temporary link to the subscriptions in the customer contact portal |
| get_administration_id_customer_contact_portal_contact_id | Get a temporary link to the customer contact portal |
| get_administration_id_document_styles | List all document styles |
| get_general_documents_synchronization | List ids and versions of general documents |
| post_general_documents_synchronization | Fetch general documents with given ids |
| delete_general_documents_id_notes_id | Destroys note from entity |
| post_general_documents_id_notes | Adds note to entity |
| get_general_documents_attachments_download | Download attachment |
| delete_general_documents_attachments | Delete an attachment |
| get_administration_id_documents_general_documents_id | Get general document |
| delete_administration_id_documents_general_documents_id | Delete a general document |
| patch_administration_id_documents_general_documents_id | Update a general document |
| get_administration_id_documents_general_documents | Get general documents |
| post_administration_id_documents_general_documents | Create a new general document |
| get_journal_documents_synchronization | List ids and versions of general journal documents |
| post_journal_documents_synchronization | Fetch general journal documents with given ids |
| delete_journal_documents_id_notes_id | Destroys note from entity |
| post_journal_documents_id_notes | Adds note to entity |
| get_journal_documents_attachments_download | Download attachment |
| delete_journal_documents_attachments | Delete an attachment |
| get_administration_id_documents_general_journal_documents_id | Get general journal document |
| delete_administration_id_documents_general_journal_documents_id | Delete a general journal document |
| patch_administration_id_documents_general_journal_documents_id | Update a general journal document |
| get_administration_id_documents_general_journal_documents | Get general journal documents |
| post_administration_id_documents_general_journal_documents | Create a new general journal document |
| get_purchase_invoices_synchronization | List ids and versions of purchase invoices |
| post_purchase_invoices_synchronization | Fetch purchase invoices with given ids |
| get_purchase_invoices_attachments_download | Download attachment |
| delete_purchase_invoices_attachments | Delete an attachment |
| delete_purchase_invoices_payments | Delete a payment |
| post_administration_id_documents_purchase_invoices_id_payments | Create a payment |
| patch_purchase_invoices_id_register_payment | Register a payment for a purchase invoice |
| get_administration_id_documents_purchase_invoices_id | Get purchase invoice |
| delete_administration_id_documents_purchase_invoices_id | Delete a purchase invoices |
| patch_administration_id_documents_purchase_invoices_id | Update purchase invoice |
| delete_purchase_invoices_id_notes_id | Destroys note from entity |
| post_purchase_invoices_id_notes | Adds note to entity |
| get_administration_id_documents_purchase_invoices | Get purchase invoices |
| post_administration_id_documents_purchase_invoices | Create a new purchase invoice |
| get_administration_id_documents_receipts_synchronization | List ids and versions of receipts |
| post_administration_id_documents_receipts_synchronization | Fetch receipts with given ids |
| get_receipts_attachments_download | Download attachment |
| delete_receipts_attachments | Delete an attachment |
| delete_receipts_payments | Delete a payment |
| post_administration_id_documents_receipts_id_payments | Create a payment |
| patch_administration_id_documents_receipts_id_register_payment | Register a payment for a receipt |
| get_administration_id_documents_receipts_id | Get a receipt |
| delete_administration_id_documents_receipts_id | Delete a receipts |
| patch_administration_id_documents_receipts_id | Update a receipt |
| delete_administration_id_documents_receipts_receipt_id_notes_id | Destroys note from entity |
| post_administration_id_documents_receipts_receipt_id_notes | Adds note to entity |
| get_administration_id_documents_receipts | List receipts |
| post_administration_id_documents_receipts | Create a new receipt |
| get_typeless_documents_synchronization | List ids and versions of typeless documents |
| post_typeless_documents_synchronization | Fetch typeless documents with given ids |
| get_typeless_documents_attachments_download | Download attachment |
| delete_typeless_documents_attachments | Delete an attachment |
| get_administration_id_documents_typeless_documents_id | Get a typeless document |
| delete_administration_id_documents_typeless_documents_id | Delete a typeless document |
| get_administration_id_documents_typeless_documents | Get typeless documents |
| post_administration_id_documents_typeless_documents | Create a new typeless document |
| post_administration_id_downloads_id_download | Download a file |
| get_administration_id_downloads | List all downloads |
| get_administration_id_estimates_find_by_estimate_id_estimate_id | Get an estimate by estimate_id |
| get_administration_id_estimates_synchronization | List all ids and versions |
| post_administration_id_estimates_synchronization | Fetch estimates with given ids |
| get_estimates_attachments_download | Download attachment |
| delete_administration_id_estimates_estimate_id_attachments_id | Delete an attachment |
| delete_administration_id_estimates_estimate_id_notes_id | Destroys note from entity |
| post_administration_id_estimates_estimate_id_notes | Adds note to entity |
| patch_administration_id_estimates_id_bill_estimate | Bills an estimate |
| patch_administration_id_estimates_id_change_state | Changes the state of an estimate |
| get_administration_id_estimates_id_download_pdf | Download estimate PDF by id |
| patch_administration_id_estimates_id_send_estimate | Sends an estimate |
| get_administration_id_estimates_id | Get an estimate by id |
| patch_administration_id_estimates_id | Updates an estimate |
| delete_administration_id_estimates_id | Deletes an estimate |
| get_administration_id_estimates | List all estimates |
| post_administration_id_estimates | Creates a new estimate |
| get_external_sales_invoices_attachments_download | Download attachment |
| delete_external_sales_invoices_attachments | Delete an attachment |
| delete_external_sales_invoices_notes | Destroys note from entity |
| post_external_sales_invoices_notes | Adds note to entity |
| delete_external_sales_invoices_payments | Delete a payment |
| post_external_sales_invoices_payments | Create a payment |
| patch_external_sales_invoices_mark_as_dubious | Mark as dubious |
| patch_external_sales_invoices_mark_as_uncollectible | Mark as uncollectible |
| get_administration_id_external_sales_invoices_id | Get an external sales invoice by id |
| patch_administration_id_external_sales_invoices_id | Update an external sales invoice |
| delete_administration_id_external_sales_invoices_id | Delete an external sales invoice |
| get_administration_id_external_sales_invoices | List all external invoices |
| post_administration_id_external_sales_invoices | Create an external sales invoice |
| get_administration_id_financial_accounts | Retrieve all available financial accounts for the administration |
| get_administration_id_financial_mutations_synchronization | List all ids and versions |
| post_administration_id_financial_mutations_synchronization | Fetch financial mutations with given ids |
| patch_administration_id_financial_mutations_id_link_booking | Links a financial mutation to a booking |
| delete_administration_id_financial_mutations_id_unlink_booking | Unlinks a booking from a financial mutation |
| get_administration_id_financial_mutations_id | Get a financial mutation by id |
| get_administration_id_financial_mutations | List all financial mutations |
| delete_administration_id_financial_statements_id | Delete a financial statement |
| patch_administration_id_financial_statements_id | Update a financial statement |
| post_administration_id_financial_statements | Create a new financial statement |
| get_administration_id_identities_default | Retrieve the default identity |
| patch_administration_id_identities_default | Updates the default identity |
| get_administration_id_identities_id | Retrieve identity by given id |
| patch_administration_id_identities_id | Updates an identity |
| delete_administration_id_identities_id | Deletes an identity |
| get_administration_id_identities | Retrieve identities |
| post_administration_id_identities | Creates an identity |
| get_administration_id_ledger_accounts_id | Returns information about a ledger account |
| patch_administration_id_ledger_accounts_id | Updates a ledger account |
| delete_administration_id_ledger_accounts_id | Deletes a ledger account |
| get_administration_id_ledger_accounts | List all ledger accounts of an administration |
| post_administration_id_ledger_accounts | Creates a new ledger account |
| get_administration_id_payments_id | Returns information about a payment |
| get_administration_id_products_identifier_identifier | Returns information about a product based on the identifier |
| post_administration_id_products_id_sales_link | Create online sales link |
| get_administration_id_products_id | Returns information about a product |
| patch_administration_id_products_id | Updates a product |
| delete_administration_id_products_id | Deletes a product |
| get_administration_id_products | List all products of an administration |
| post_administration_id_products | Creates a new product |
| get_administration_id_projects_id | Returns information about a project |
| patch_administration_id_projects_id | Updates a project |
| delete_administration_id_projects_id | Deletes a project |
| get_administration_id_projects | List all projects of an administration |
| post_administration_id_projects | Creates a new project |
| delete_administration_id_purchase_transactions_id_delete | Delete a purchase transaction |
| get_administration_id_purchase_transactions_id | Get a purchase transaction by id |
| delete_administration_id_purchase_transactions_id | Delete a purchase transaction |
| get_administration_id_purchase_transactions | List all purchase transactions |
| get_administration_id_recurring_sales_invoices_synchronization | List all IDs and versions |
| post_administration_id_recurring_sales_invoices_synchronization | Fetch recurring sales invoices with given IDs |
| get_administration_id_recurring_sales_invoices_id | Get a recurring sales invoice by id |
| patch_administration_id_recurring_sales_invoices_id | Updates a recurring sales invoice |
| delete_administration_id_recurring_sales_invoices_id | Destroy or deactivate a recurring sales invoice |
| delete_recurring_sales_invoices_notes | Destroys note from entity |
| post_recurring_sales_invoices_notes | Adds note to entity |
| get_administration_id_recurring_sales_invoices | List all recurring sales invoices |
| post_administration_id_recurring_sales_invoices | Creates a new recurring sales invoice |
| get_administration_id_reports_assets | Assets report |
| get_administration_id_reports_balance_sheet | Balance sheet report |
| get_administration_id_reports_cash_flow | Cash flow report |
| get_administration_id_reports_creditors | Creditors report |
| get_administration_id_reports_debtors | Debtors report |
| get_administration_id_reports_debtors_aging | Debtors aging report |
| get_administration_id_reports_expenses_by_contact | Expenses by contact report |
| get_administration_id_reports_expenses_by_project | Expenses by project report |
| post_administration_id_reports_export_auditfile | Export auditfile |
| post_administration_id_reports_export_brugstaat | Export brugstaat |
| post_administration_id_reports_export_ledger_accounts | Export ledger accounts |
| get_administration_id_reports_general_ledger | General ledger report |
| get_administration_id_reports_journal_entries | Journal entries report |
| get_administration_id_reports_ledger_accounts_ledger_account_id | Ledger account report |
| get_administration_id_reports_profit_loss | Profit loss report |
| get_administration_id_reports_revenue_by_contact | Revenue by contact report |
| get_administration_id_reports_revenue_by_project | Revenue by project report |
| get_administration_id_reports_subscriptions | Subscriptions report |
| get_administration_id_reports_tax | Tax report |
| get_sales_invoices_find_by_invoice_id | Get an invoice by invoice_id |
| get_administration_id_sales_invoices_find_by_reference_reference | Get an invoice by reference |
| post_administration_id_sales_invoices_send_reminders | Sends a reminder |
| get_administration_id_sales_invoices_synchronization | List all ids and versions |
| post_administration_id_sales_invoices_synchronization | Fetch sales invoices with given ids |
| get_sales_invoices_packing_slip_pdf | Download sales invoice packing slip PDF by id |
| get_administration_id_sales_invoices_id_download_pdf | Download sales invoice PDF by id |
| get_administration_id_sales_invoices_id_download_ubl | Download sales invoice UBL by id |
| patch_sales_invoices_duplicate_creditinvoice | Duplicate to credit invoice |
| patch_administration_id_sales_invoices_id_mark_as_dubious | Mark as dubious |
| patch_administration_id_sales_invoices_id_mark_as_uncollectible | Mark as uncollectible |
| post_administration_id_sales_invoices_id_pause | Pause sales invoice |
| patch_administration_id_sales_invoices_id_register_payment | Register a payment |
| patch_sales_invoices_register_payment_creditinvoice | Register a payment for a creditinvoice |
| post_administration_id_sales_invoices_id_resume | Resume sales invoice |
| patch_administration_id_sales_invoices_id_send_invoice | Sends an invoice |
| get_administration_id_sales_invoices_id | Get an invoice by id |
| patch_administration_id_sales_invoices_id | Update a sales invoice |
| delete_administration_id_sales_invoices_id | Delete a sales invoice |
| get_sales_invoices_attachments_download | Download attachment |
| delete_sales_invoices_attachments | Delete an attachment |
| delete_sales_invoices_notes | Destroys note from entity |
| post_administration_id_sales_invoices_sales_invoice_id_notes | Adds note to entity |
| delete_sales_invoices_payments | Delete a payment |
| post_administration_id_sales_invoices_sales_invoice_id_payments | Create a payment |
| get_administration_id_sales_invoices | List all invoices |
| post_administration_id_sales_invoices | Create a sales invoice |
| get_subscription_templates_checkout_identifier | Create online sales link [Deprecated] |
| post_administration_id_subscription_templates_id_sales_link | Create online sales link |
| get_administration_id_subscription_templates | List all subscription templates |
| post_administration_id_subscriptions_id_additional_charges | Create an additional charge to be invoiced together with the subscription |
| get_administration_id_subscriptions_id_additional_charges | Get additional charges |
| post_subscriptions_create_and_schedule_one_off_invoice | Create and schedule an invoice to be sent together with the subscription |
| get_administration_id_subscriptions_id | Get subscription |
| patch_administration_id_subscriptions_id | Update a subscription |
| delete_administration_id_subscriptions_id | Cancel a subscription |
| get_administration_id_subscriptions | List all subscriptions |
| post_administration_id_subscriptions | Create a new subscription |
| get_administration_id_tax_rates | List all available tax rates for the administration |
| get_administration_id_time_entries_id | Get a time entry by id |
| patch_administration_id_time_entries_id | Update a time entry |
| delete_administration_id_time_entries_id | Delete a time entry |
| delete_administration_id_time_entries_time_entry_id_notes_id | Destroys note from entity |
| post_administration_id_time_entries_time_entry_id_notes | Adds note to entity |
| get_administration_id_time_entries | List all time entries |
| post_administration_id_time_entries | Create a time entry |
| get_administration_id_users | List all users |
| get_administration_id_verifications | Retrieve verifications |
| delete_administration_id_webhooks_id | Delete a webhook |
| get_administration_id_webhooks | List all webhooks |
| post_administration_id_webhooks | Create a webhook |
| get_administration_id_workflows_id | Get a workflow by id |
| get_administration_id_workflows | Retrieve available workflows |
